Workflows management
This article explains how to manage workflows within the list and describes all status parameters and individual workflow details.
Step-by-step instructions
Select the appropriate domain from the drop-down menu in the lower-left corner if multiple domains are active.
Navigate to the "Outbound" section.
Click the "Workflows" button.
Filtering of workflows by status (Active, Stopped, Draft).
Use the search bar to find specific workflows by name or ID.
Opening of the workflow canvas for editing by clicking directly on the workflow name.
Launching an inactive workflow or stopping an active one via the start/stop button.
Access to basic analytics for each workflow: how many contacts entered the workflow, dropped off, or completed it.
Access to per-block performance on the canvas via statistics mode.
Review of workflow details through the "Info" button.
Access to the "More" menu for renaming, duplicating, or permanently deleting a workflow. Deletion is also available via selection boxes.
Access to old workflows via the "Archive" button.
Changing the workflow name, description, and re-entry setting through the workflow settings (gear icon) on the canvas.
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Statuses
- Active: the workflow is launched; contacts enter it when the starting trigger event occurs and move through the blocks.
- Stopped: the workflow was stopped; new contacts no longer enter it. Editing and re-launching are available.
- Draft: the workflow is created but has never been launched; editing is available.
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Details
- Name - the name of the workflow along with its unique ID.
- Description - an optional description of the workflow's purpose.
- Status - the current operational status of the workflow.
- Creation date - the timestamp of workflow creation based on the account's time zone.
- Contact list - the name and ID of the Contact List the workflow works with.
